Overview

Our reporting tools will help you understand and organize large amounts of data. Some illustrate performance over time, such as number of people served; others offer a snapshot of a situation, such as current cash flow. You can use these reports to monitor staff workloads, to show financial indicators to your board members, or to illustrate how much progress has been made towards various goals. We’ve got plenty of standardized reports to offer out of the box, based on our extensive experience in the industry.

For example, for our case management customers we offer, as a snapshot or over a defined period of time:

  • Number of cases, by case type
  • Demographics of clients
  • Summary of outcomes
  • Case load of staff, consultants, volunteers
  • Financials – summary of income and expenditure

If you have more sophisticated reporting requirements, we can help. Our Crafter tool can be used to manipulate the data in any way you need.